As a vital partner in our work, we encourage you to use these resources to help your clients develop impactful charitable gift strategies. Please also remember to notify us if your clients include Dana-Farber or the Jimmy Fund in their estate plans so that we can welcome them into our Dana-Farber Society.
We also welcome your thoughts on how we can improve our partnership. Contact Dana-Farber's Philanthropy Office anytime with feedback.
Legal organization name: Dana-Farber Cancer Institute, Inc.
Address: 450 Brookline Ave., Boston, MA 02215
Federal tax ID number: 04-2263040
How to Make a Gift of Stock
Step 1: Contact Dana-Farber’s Philanthropy Office:
Dana-Farber Cancer Institute
10 Brookline Place West, 6th Floor
Brookline, MA 02445
Email: dfciask_devfiscal@dfci.harvard.edu
Phone: 617-632-3019
Please provide the following:
- Name of the security
- Number of shares for each security
- Purpose(s) of the gift (that is, how to direct the funds)
- Any special handling details (pledge payment, tribute, etc.)
Not communicating the above may lead to delays in identifying, crediting, and acknowledging a gift.
Step 2: Contact your client’s broker and provide the following:
The Leland Group
Merrill Lynch, Pierce, Fenner & Smith Inc.
Attn: Vickie Curran
500 Cummings Center, Suite 1600
Beverly, MA 01915
Phone: 978-921-6729
- DTC number: 8862
- Account number: 5YF-02196 Dana-Farber Cancer Institute
- Dana-Farber’s tax-exempt ID number: 04-2263040
For mutual fund transfers, please contact:
Vickie Curran at vickie.curran@ml.com
Bequest Language
The following language can be added to a will or estate plan to create a bequest gift:
"I bequeath (a specific dollar amount/____percentage or the entire residue of my estate) to Dana-Farber Cancer Institute, Inc. 450 Brookline Avenue, Boston, Massachusetts 02215 (for cancer research and patient care or for a specific purpose important to you)."
For other planned gift options and resources, visit our planned giving page.
Dana-Farber's Impact
If your clients would like to learn how Dana-Farber is leading the way in cancer research and care, please encourage them to visit our About Us page.